Connect Ziflow and Finmei to Build Intelligent Automations

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Ziflow

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Finmei

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Proof Created

Proof Created

Triggers when a proof is created.

Reviewer Comment

Reviewer Comment

Triggers when a reviewer makes a comment on a proof.

Reviewer Decision

Reviewer Decision

Triggers when a reviewer makes a decision on a proof.

New Invoice Created

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

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Do thisActions

Action is the task that follows automatically within your Ziflow integrations.

Create  a Folder

Create a Folder

Creates a new folder in Ziflow to organize proofs and files.

List Root Folders

List Root Folders

Get a list of top level folders the user can access.

List Users

List Users

Get a list of users registered in your account.

List Contacts

List Contacts

Get a list of all contacts.

Create Invoice

Create Invoice

Create a new invoice with buyer, seller, products and payment details.

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Frequently Asked Questions

How do I start an integration between Ziflow and Finmei?

To start, connect both your Ziflow and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in Finmei (or vice versa).

Can we customize how data from Ziflow is recorded in Finmei?

Absolutely. You can customize how Ziflow data is recorded in Finmei. This includes choosing which data fields go into which fields of Finmei, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Ziflow and Finmei?

The data sync between Ziflow and Finmei typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Ziflow to Finmei?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Ziflow and Finmei?

Yes, you can set conditional logic to control the flow of data between Ziflow and Finmei. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Ziflow

About Ziflow

Ziflow is an online proofing tool designed for marketing teams and agencies to review and approve creative content. It supports various file types and provides features for collaboration and feedback.

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Finmei

About Finmei

Finmei is a comprehensive platform designed to streamline financial management and enhance decision-making for businesses and individuals. With a focus on providing insightful analytics and efficient tools, Finmei empowers users to manage their finances with ease and precision.

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